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AKAM · NASDAQ · STOCK

Akamai Technologies

Technology Updated August 09, 2026
$118.99
52W $70.42 – $165.45
52/100
$16.07B
38.9
0.63
AI Committee Verdict
Watch
52/100
Conviction: Moderate · 67% agreement · 6 analysts
+2.6%
-0.2%
11.43:1
Moderate

Is AKAM Bullish or Bearish?

Mixed. Innellis AI committee rates Akamai Technologies (AKAM) Watch with a composite score of 52/100 , based on 6 analysts with 67% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.04 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.96 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — bollinger bandwidth of 18.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 39.1 is moderate-to-rich — Value
  • EPS declining -1.7% YoY despite any revenue growth — Growth
  • 2 consecutive earnings misses -- execution concerns — Growth
  • Bollinger bandwidth of 18.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
52/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 94%
of 172 Technology peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 39.1 is moderate-to-rich
Growth Analyst neutral
41 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -1.7% YoY despite any revenue growth
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 18.2% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 53.1 to 52.0.

Analyst-level changes:
  • Growth Analyst: score 48->41 (-7); +1 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
36.3
Neutral
MACD Histogram
0.298
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$110.30
Resistance
$113.46
Bollinger %B
0.13
Inside Bands
Price vs Moving Averages
EMA 9
$116.75 Above
EMA 21
$118.31 Above
EMA 50
$121.26 Below
EMA 200
$110.10 Above

Fundamental Analysis

Valuation
59
Growth
47
Profitability
56
Financial Health
48
Cash Flow
70
Valuation
P/E Ratio 38.9×
P/B Ratio 3.37×
PEG Ratio -55.66
Dividend Yield 0.00%
52W High $165.45
52W Low $70.42
Quality & Growth
ROE 908.2%
ROA 393.8%
Gross Margin 5641.2%
Operating Margin 1184.7%
Revenue Growth YoY
Debt / Equity 1.97
AI Fundamental Assessment
P/E ratio of 38.9 (rich relative to a 15-40x range); Price-to-book of 3.4x; PEG ratio of -55.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.1%; Return on assets of 3.9%; Net margin of 9.5%; Gross margin of 56.4%; Current ratio of 1.64 (healthy short-term liquidity); Debt-to-equity of 1.97; Free cash flow per share is positive (4.35); Most recent quarter missed estimates by 0.9%; 2 consecutive earnings misses; EPS growth accelerating (-12.5% -> -1.2% QoQ); Average YoY EPS growth of -8.1%; Analyst estimates falling over recent quarters
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Explore AKAM Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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